When people think of estate planning, they often jump straight to wills or trusts. But one of the most overlooked—and most impactful—parts of an estate plan is simply how your accounts and assets are titled. Beneficiary designations and legal titling on accounts/ property take precedence over what’s written in your will or trust. That means […]
Market swings can feel like a rollercoaster, but they can also unlock hidden opportunities. Recent volatility has left many investors uneasy, yet it opens the door to strategic moves like tax-loss harvesting—selling losing investments to offset taxable gains. This technique can lower your tax bill and boost your aftertax returns, strengthening your portfolio for the […]
Over the past several weeks, markets have been reacting to a mix of economic headlines and renewed uncertainty. U.S. stocks—particularly in growth-oriented sectors—have experienced heightened volatility, driven by persistent inflation concerns, new tariff developments, and signs of slowing economic growth. Looking ahead, the Federal Reserve has signaled that they may continue lowering interest rates later […]
